See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $159,149 |
FGMK, LLC7 years Service code 10 · EIN 36-2929601 | Accounting | $13,339 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,858 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,027 | $95,388+14.3% | $125,339-13.0% | $77,904+40.0% |
| Participation rate | 89.3% | 78.6%+10.7pp | 82.4%+6.9pp | 73.7%+15.6pp |
| Annual return | -20.47% | 116.19%-136.7pp | 572.05%-592.5pp | 12.21%-32.7pp |
| Employer contribution / active EE | $3,449 | $3,666-5.9% | $4,814-28.3% | $2,848+21.1% |
| Participant deferral / active EE | $7,639 | $7,711-0.9% | $7,446+2.6% | $4,806+59.0% |
| Admin fee / account holder | $116 | $119-2.4% | $10,010-98.8% | $133-12.4% |